UIM - Setup and Settings

Table of Contents

Requirements

To successfully implement UIM in your operation, you will need the following requirements:

• Scan gun. A minimum of one scan gun is required to process open boxes.

• Label printer. A label printer for order checkout and shipping is required.

• 2”x2” size labels for the Bunch Labels.

• 4”x3” size labels for the Open Box labels.

• Have the “Sell by Units Only” and the “Allow Overselling” settings deactivated.

• If you are a multi-location company, you must set up this feature in each location.

• Complete the setup described in this article.

Considerations

When a company adopts Unit Inventory Management, they are committing to new rules that change their workflow.  These new workflow processes are an essential part of implementation training, where achieving real “Buy-In” is a must. When enabling UIM, consider the following statements:

• The cooler is divided into O/M and Presold sections. (Wholesalers with large walk-in traffic will also benefit from having an additional O/M section not accessible by the public.)

• Boxes and bunches that have not been received in the system cannot be touched.  Breaking this rule may result in the same item being sold twice and/or require an unscheduled full physical inventory to correct the inventory.

• Salespeople must register sales from the system before they pick any items from the cooler.

• Sales users should be granted access to the Shipping Tab/Order Summary to see any short ships in detail quickly.

• Over-selling would conflict with eCommerce and remote selling inventory and is, therefore, not allowed. For companies using overselling, this will be a major change in workflow and habits.

Step One: Enable the UIM Feature

To begin managing your live inventory in units, you must first enable and set up the UIM from the company’s settings.

To enable UIM, do the following instructions:

1. Go to Setup and select Settings.

2. Click on Unit Inventory Management from the Inventory group of settings.

3. Check the box in the modal to enable the feature.

4. Select if you want to include Vendor information on the bunch labels.

5. Select the date that will be displayed on the bunch labels.

6. Select if you want to encode the date on the bunch labels.

7. Click on Save.

When you enable UIM, the system will create a new carrier named POS CHECKOUT with the carrier code POS Checkout. When products are scanned or marked as shipped from the order entry, the system will assign this carrier to those products.

Step two: Set up the Default Printer

To have the system automatically print bunch labels, you must set the default printer for the bunch labels.

To set a default printer, do the following instructions:

1. Go to Setup and select Settings.

2. Click on Manage Remote Printers from the Shipping group of settings.

3. Click on Add new printer.

4. Add the name of the printer.

5. Select Bunch Labels as the document type.

6. Optional: Modify the number of copies you want to print for these labels.

7. Check the Default box and click on Save.

Once the default printer is set, the system will automatically print the open box labels when opening boxes from the Inventory Summary and Add Order screens.

There are many ways you can customize your UIM operation with settings. You can read the settings in the following image to get an idea of what you can modify.

To manage the UIM settings, do the following instructions:

1. Go to Setup and select Settings.

2. Click on Unit Inventory Management from the Inventory group of settings.

3. Make your modifications and click on Save to store the changes.